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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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326 results found

  1. 9 votes

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  2. Option to hide the pricing table on specific recipient.

    • Will allow the sender/user to hide the pricing table to a specific recipient.
    9 votes

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  3. the default pricing table columns should work in the similar way as the cost column
    so you can set up it in the way so it will disappear automically and won't be visible to recipients

    9 votes

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  4. 9 votes

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  5. Option to delete a section header in the Pricing table without deleting the rows within the section

    9 votes

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  6. Ability to add references to the pricing table.

    9 votes

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  7. copy and paste the tables and pricing tables from PandaDoc to a word/excel files without downloading the PandaDoc document as a word file.

    8 votes

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  8. Option to empty the catalog, i.e. delete items and folders in one click without having to select them one by one

    8 votes

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  9. Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years

    8 votes

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  10. Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 votes

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  11. Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog. Editor 2.0.

    8 votes

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    • Will allow the user to hide the Sub total and the Total same as on the pricing table.
    7 votes

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  12. Mass update of Catalog items price by percentage. Per client- "with the fast rate of inflation we’ve noticed what a pain it has become continuously updating product prices.

    It would be a great feature to be able to increase the cost buy ( example 8%) rather than have to calculate 8% and enter that individually. Also if you could tick/highlight multiple products and add 8% that would be amazing. I am having to amend out catalog on a monthly basis at the moment and there is over 150 products to go through"

    7 votes

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  13. I'd like to press one button to group pricing tables by "Product" or by columns/fields.

    For example, I have a template with multiple pricing tables, I'd like to group tables by the "Product" name then sort by the "Name" field. Alternatively, I'd like to sort pricing tables to ensure everything with the same name is grouped together.

    7 votes

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  14. hide the products in our catalog to avoid the incorrect items be selected, but would still like to have access to them if we need them for the future

    7 votes

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  15. calculate subtotal for 1 item in pricing table ( in case there are many items. at the moment if the quantity is 5 for example, line subtotal will be for all 5 items. Clients need to see also subtotal per item and then subtotal for the needed quantity.

    7 votes

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  16. Have the totals that are pre-multiplier (pre-tax, pre-discount, etc) that you can use (or default to) in the pricing table totals section (or in the columns for that matter).

    7 votes

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  17. To have the option to save a product from the pricing table to the catalog for manually added products

    7 votes

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  18. 7 votes

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  19. Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog

    7 votes

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